We are looking for an experienced Tax Preparer to join our team in Charlotte, North Carolina. This contract position is ideal for someone who thrives in a dynamic environment with a focus on providing accurate and efficient tax services. The role involves working closely with knowledgeable staff and a diverse clientele to ensure compliance and deliver high-quality tax preparation.<br><br>Responsibilities:<br>• Prepare individual, corporate, and small business tax returns with accuracy and attention to detail.<br>• Review complex tax documents and ensure compliance with current regulations.<br>• Collaborate with entry level staff to oversee and guide their work, providing mentorship as needed.<br>• Utilize Drake and QuickBooks software to manage tax preparation and bookkeeping tasks.<br>• Analyze financial statements to identify tax deductions and optimize returns for clients.<br>• Handle a diverse client base, including small businesses and experienced clients, with professionalism.<br>• Ensure timely completion of approximately 1,000 tax returns annually across various client profiles.<br>• Maintain up-to-date knowledge of tax laws and policies to provide reliable guidance.<br>• Work on-site during standard office hours to deliver consistent and dependable service.<br>• Assist in the transition process, providing expertise and continuity during organizational changes.
We are looking for an organized and detail-oriented Accounts Receivable Clerk to join our team in Statesville, North Carolina. The ideal candidate will manage the company's accounts receivable functions, ensuring accurate and timely processing of invoices and payments. This role is crucial in maintaining strong financial controls and supporting efficient cash flow operations.<br><br>Responsibilities:<br>• Prepare and issue invoices to clients, ensuring accuracy and compliance with company policies.<br>• Monitor and manage outstanding accounts to ensure timely collection of payments.<br>• Process incoming payments accurately and apply them to the appropriate accounts.<br>• Communicate with clients regarding overdue balances and resolve payment discrepancies.<br>• Maintain detailed records of all transactions, including payments and collections.<br>• Collaborate with internal teams to address billing issues and update account information.<br>• Generate regular reports on accounts receivable status and aging balances.<br>• Reconcile customer accounts and resolve any discrepancies in a timely manner.
We are looking for a skilled Tax Accountant to join our team in Statesville, North Carolina. In this Contract to potential long-term position, you will play a key role in preparing and reviewing tax filings for individuals and businesses, ensuring compliance with federal, state, and local regulations. If you are detail-oriented and have a passion for tax planning and compliance, we invite you to bring your expertise to our dynamic environment.<br><br>Responsibilities:<br>• Prepare, review, and file accurate federal, state, and local tax returns for both individuals and businesses.<br>• Analyze client financial situations to identify potential tax savings and recommend strategies for optimizing their financial outcomes.<br>• Conduct thorough research on current tax regulations and apply findings to ensure compliance in client tax filings.<br>• Respond promptly to tax notices and communicate effectively with tax authorities on behalf of clients.<br>• Maintain comprehensive and organized records for all client engagements and tax-related documents.<br>• Collaborate with clients to gather necessary financial information and address their tax-related inquiries.<br>• Stay informed about changes in tax laws and emerging issues to provide up-to-date advice and solutions.<br>• Utilize Ultra Tax software to ensure efficient and accurate tax preparation.<br>• Work both independently and collaboratively to meet deadlines and deliver high-quality service.
